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JPMorgan TR II Eqty Income SL
CUSIP: 4812C0498 | 27 institutional holders
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Q3 2026
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Institutional Holders — Q3 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Williams Jones Wealth Management, Llc.
20,396
0.0% of portfolio
›
$568.2K
Oakworth Capital, Inc.
4,011
0.0% of portfolio
›
$111.8K
Transce3nd, LLC
3,434
0.1% of portfolio
›
$99.5K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Williams Jones Wealth Management, Llc.
20,396
$568.2K
0.0%
Growth
Low
New York, NY
2026-11-05
Oakworth Capital, Inc.
4,011
$111.8K
0.0%
ETF
Low
Birmingham, AL
2026-10-26
Transce3nd, LLC
3,434
$99.5K
0.1%
Growth
Low
Buda, TX
2026-10-26